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Training to help your sales people use a sales support CRM system effectively, does not start in the classroom. It begins with a careful analysis of your marketing and sales process and how it can be effectively enhanced in a doable, practical system.
Investigate > design > test > refine > get feedback > refine > train > roll out > support > coach > refine
If your sales people are struggling to work out how to use their CRM system effectively, we can help.
There are many potential challenges:
“It’s too complicated”
“I don’t have time”
“The management doesn’t use the information anyway”
“The data on the CRM system is out of date and useless”
“I get great results using my own system, don’t mess with me!”
Discussion groups, classroom sessions plus one-on-one coaching help sales professionals realize the potential of the tools they are using and provide input on how to make them better.
As technical and business consultants, we design, develop and provide customized and performance-optimized functionality.
That means sales CRM support is helpful to the sales person, practical and appropriate. We also provide the optimized process for sale-reporting on-the-go using a smart phone or tablet.
- Is your sales process helping your sales people perform better?
- Are your key performance checklist items indicative of sales success?
- Do you have a well-understood and widely appreciated system?
Calendar organization, task recording and management, sales progress standards and pipeline analysis are all issues that need to be well designed, integrated and documented before training can be effective.
We work with you and your salesforce, establishing common goals between all users and ensuring that the right tasks are performed by the right people. We will accompany your sales people on sales call and work with them to capture the most useful and relevant information. We help create win-win situations and convert the cynics into advocates.
“I can’t imagine working without using the CRM”
“I get great qualified leads and I keep myself organized”
“My earnings have doubled”
“5 minutes on my smart phone after a sales call is all I need to complete all of the updates and communications required to keep myself organized and to inform my manager about how the sale is progressing. I don’t have to do another thing in sales reports”.
We also carefully communicate why sales system use is essential to the health and individual expectations of each business area within the organization:
Example: Balancing your capacity
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Production capacity
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Marketing generates successful leads for
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Sales can sell as many as
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Demand from your target market is
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500 units
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400 units
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900 units
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800 units
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400 Units, the lowest production number of these 4 business areas is what you can actually sell. A great sales assisting CRM, with strong cultural acceptance can help you balance production through to demand.
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